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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,395 | $59,834-52.5% | $79,576-64.3% | $68,495-58.5% |
| Participation rate | 46.2% | 61.1%-14.9pp | 69.5%-23.3pp | 67.9%-21.7pp |
| Annual return | -20.05% | -12.30%-7.8pp | 0.15%-20.2pp | -7.84%-12.2pp |
| Employer contribution / active EE | $303 | $1,505-79.9% | $2,413-87.5% | $2,596-88.3% |
| Participant deferral / active EE | $2,977 | $3,024-1.6% | $3,985-25.3% | $4,028-26.1% |
| Admin fee / account holder | $1,286 | $4,835-73.4% | $6,834-81.2% | $5,403-76.2% |